A detailed history of Kavar Capital Partners Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,140 shares of CRM stock, worth $378,081. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,140
Previous 1,140 -0.0%
Holding current value
$378,081
Previous $293,000 6.48%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$218.01 - $304.74 $8,284 - $11,580
-38 Reduced 3.23%
1,140 $293,000
Q1 2024

May 14, 2024

SELL
$251.12 - $316.88 $295,819 - $373,284
-1,178 Reduced 50.0%
1,178 $354,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $231,182 - $314,820
1,178 Added 100.0%
2,356 $619,000
Q3 2023

Nov 06, 2023

SELL
$202.49 - $234.37 $35,840 - $41,483
-177 Reduced 13.06%
1,178 $238,000
Q2 2023

Aug 07, 2023

SELL
$188.89 - $223.38 $120,511 - $142,516
-638 Reduced 32.01%
1,355 $286,000
Q1 2023

May 12, 2023

SELL
$134.8 - $199.78 $13,480 - $19,978
-100 Reduced 4.78%
1,993 $398,000
Q4 2022

Feb 10, 2023

BUY
$128.21 - $165.27 $12,821 - $16,527
100 Added 5.02%
2,093 $277,000
Q3 2022

Nov 08, 2022

SELL
$143.84 - $191.27 $10,068 - $13,388
-70 Reduced 3.39%
1,993 $287,000
Q1 2022

May 09, 2022

BUY
$190.54 - $255.46 $32,391 - $43,428
170 Added 8.98%
2,063 $438,000
Q4 2021

Jan 27, 2022

BUY
$247.21 - $309.96 $44,497 - $55,792
180 Added 10.51%
1,893 $481,000
Q3 2021

Nov 01, 2021

BUY
$237.55 - $285.63 $27,080 - $32,561
114 Added 7.13%
1,713 $465,000
Q1 2021

May 13, 2021

BUY
$205.33 - $248.59 $20,533 - $24,859
100 Added 6.67%
1,599 $339,000
Q4 2020

Feb 05, 2021

BUY
$220.15 - $267.07 $330,004 - $400,337
1,499 New
1,499 $334,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $332B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Kavar Capital Partners Group, LLC Portfolio

Follow Kavar Capital Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.